Long Pond Capital’s CubeSmart CUBE Stock Holding History

Long Pond Capital’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-435,429	Closed	-$16M	–	34
2026 Q1	$16M	Buy	435,429 +88,501	+26%	+$3.4M	1.52%	22
2025 Q4	$12.5M	Buy	+346,928	New	+$13.2M	1.47%	22
2025 Q2	–	Sell	-1,108,821	Closed	-$47.4M	–	30
2025 Q1	$47.4M	Buy	+1,108,821	New	+$46.3M	3.08%	15
2023 Q4	–	Sell	-1,592,931	Closed	-$60.7M	–	33
2023 Q3	$60.7M	Buy	+1,592,931	New	+$67.2M	3.47%	11

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Long Pond Capital's CUBE Position: Q2 2026 in Review

Long Pond Capital sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 435,429 shares — an estimated $16M sold.

Long Pond Capital first reported a position in CUBE in Q3 2023 and held it in 4 quarters. The position peaked at $60.7M in Q3 2023. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Long Pond Capital reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Long Pond Capital sold 435,429 CubeSmart shares in Q2 2026, an estimated $16M.
Long Pond Capital first reported a position in CubeSmart in Q3 2023 and held it in 4 quarters.
Long Pond Capital's CubeSmart position peaked at $60.7M in Q3 2023.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.